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Articles tagged "Roth IRAs"


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David Givner: They're playing catch-up on an investing challenge so widely known and monumental that it manages to be both familiar and shocking.

How to gird clients for the approaching $500K tsunami of college costs without killing their retirement dreams

529 college savings plans are still on the table as well as alternative strategies for those who have made ill-timed, post-crash retreats from investments

February 17, 2014 at 7:49 AM

Rex Macey shows how to find the value in converting a traditional IRA into two “antithetical” Roth IRAs.

One killer Roth conversion strategy in seeking a single-digit tax return

Underlying the approach: The government has provided an option to “unconvert” converted Roths

January 7, 2011 at 1:43 PM

David Gordon: Conversions may cause bracket-creep and can impact both itemized deductions and Social Security income.
November 13, 2009 at 5:13 AM

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